Retirement plan

401K PLAN OF EMPLOYEES OF LOS ANGELES CHILD GUIDANCE CLINIC

Name: LOS ANGELES CHILD GUIDANCE CLINIC - 401K PLAN OF EMPLOYEES OF LOS ANGELES CHILD GUIDANCE CLINIC (2016) Form 5500
Creator: LOS ANGELES CHILD GUIDANCE CLINIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401K PLAN OF EMPLOYEES OF LOS ANGELES CHILD GUIDANCE CLINIC, LOS ANGELES CHILD GUIDANCE CLINIC

LOS ANGELES CHILD GUIDANCE CLINICEIN 95-1690974Plan #004PY 2016

3031 S VERMONT AVE - LOS ANGELES, CA 90007323-766-2345

Prospect flagsLow assets / participant

Top hat statement on fileNQDC

Filed August 19, 2021

Plan administrator

Plan administrator name— Sign in and upgrade to view

3031 S Vermont Ave

Los Angeles, CA 90007

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Wellnest 457(b) Top Hat Plan10 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$4.6M

+19.8% from 2015

Total participants

401

+9.9% from 2015

Average account balance

$11,918

+13.9% from 2015

Annual return

10.29%

+10.56 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$17.97M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$42K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

426

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$210

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP2+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$3,193

Plan features & details

Pension benefit codes2F2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$11 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.070%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,918

$36,916-67.7%

$156,551-92.4%

$57,658-79.3%

Participation rate

94.4%

63.4%+30.9pp

84.0%+10.3pp

70.2%+24.1pp

Annual return

10.29%

12.38%-2.1pp

32.23%-21.9pp

5.13%+5.2pp

Employer contribution / active EE

$785

$1,571-50.0%

$5,501-85.7%

$1,974-60.2%

Participant deferral / active EE

$940

$1,926-51.2%

$4,871-80.7%

$3,061-69.3%

Admin fee / account holder

$82-89.9%

$13,028-99.9%

$95-91.2%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$3,193

401K PLAN OF EMPLOYEES OF LOS ANGELES CHILD GUIDANCE CLINIC

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401K PLAN OF EMPLOYEES OF LOS ANGELES CHILD GUIDANCE CLINIC

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion